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@FundaAI

FUNDA

@FundaAI
The full-stack research platform for public equity investors. funda.ai [email protected]
substack.com/@fundaai
Joined November 2012
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  • Pinned
    @FundaAI
    FUNDA
    @FundaAI
    Sep 3
    We are planning to host Happy Hours in New York on September 10th and in Singapore on September 17th. Feel free to scan the QR code to apply.
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  • @FundaAI
    FUNDA
    @FundaAI
    17h
    For a major technology company such as Anthropic, would it make sense to publicly file its S-1 during Labor Day week? After the S-1 is made public, how long does it typically take for the company to formally list, and what does the process involve? Detailed Repot
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    @FundaAI
    FUNDA
    @FundaAI
    17h
    September 7 is Labor Day. Especially after the grueling July everyone went through this year, many people may want to take a longer break. So filing the S-1 in late September would be perfectly reasonable. A listing would normally take place three to four weeks after the S-1
    2
  • @FundaAI
    FUNDA
    @FundaAI
    17h
    This is actually the biggest change this time. I would even argue that it is far more important than the benchmarks and computer use.
    @FundaAI
    FUNDA
    @FundaAI
    17h
    At the same time, GPT-6 is likely to be the first model to incorporate latent thinking, which would make distillation significantly more difficult. Fable 5.1 has also made it considerably harder to transfer signatural data from larger models to smaller ones, further raising the
  • @FundaAI
    FUNDA
    @FundaAI
    17h
    September 7 is Labor Day. Especially after the grueling July everyone went through this year, many people may want to take a longer break. So filing the S-1 in late September would be perfectly reasonable. A listing would normally take place three to four weeks after the S-1
    @wallstengine
    Wall St Engine
    Polymarket Money
    @wallstengine
    22h
    Anthropic is now expected to begin marketing its IPO in mid-October at the earliest, with the listing targeted for days before the U.S. midterm elections in November, per Reuters. Its public prospectus, previously expected as soon as next week, is now likely to come in late
    Image
  • @FundaAI
    FUNDA
    @FundaAI
    17h
    At the same time, GPT-6 is likely to be the first model to incorporate latent thinking, which would make distillation significantly more difficult. Fable 5.1 has also made it considerably harder to transfer signatural data from larger models to smaller ones, further raising the
    @FundaAI
    FUNDA
    @FundaAI
    17h
    GPT-6 still has significant room for improvement in reinforcement learning and benchmark performance, and its release is expected to coincide with Anthropic’s IPO window. There is good reason to believe that GPT-6.1 will deliver a meaningful improvement in reinforcement learning
    2
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